Carmignac's Note19 March 2025English

Donald Trump Makes the Rest of the World Great Again

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Carmignac's Note26 February 2025English

Artificial Intelligence in transition

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Carmignac's Note30 December 2024English

2024 Recap: 10 facts that tell a story

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Carmignac's Note21 November 2024English

Trump 2.0

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Carmignac's Note7 November 2024English

Shining in times of crisis: Why gold has never been a more valuable part of our portfolios

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Carmignac's Note16 September 2024English

Will August’s turbulence give way to a Goldilocks economy?

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Carmignac's Note16 July 2024English

An unusual disconnect

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Carmignac's Note16 May 2024English

Towards a change in thematic leadership on the stock market?

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Carmignac's Note29 April 2024English

All deficits aren’t equal

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